Founded in 1974 under the name Lesesne Capital Management, Oakbridge Partners is one of Atlanta's oldest independent fee-only management firms. In 2022, Oakbridge Partners merged with Homrich Berg, another longtime Atlanta wealth management firm with similar culture, values and focus on client service. The Oakbridge Partners team is proud to continue our legacy of providing fee-only, fiduciary wealth management and high touch service to our clients as part of the Homrich Berg team. Visit our website to learn more.
Company Details
- Founded
- 1974
- Address
- 3630 Peachtree Rd, Atlanta,ga 30326,united States
- Phone
- +1 404-231-3414
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- oakbridgepartners.com
- Keywords
- Retirement Planning, Estate Planning, Income Tax Planning, Executive Compensation/ Stock Option Planning, Charitable Giving, Business Succession Planning.
- HQ
- Atlanta, Ga
Oakbridge Partners Questions
Oakbridge Partners's helpline number is +1 404-231-3414
Oakbridge Partners's website is oakbridgepartners.com
Oakbridge Partners's LinkedIn profile is https://www.linkedin.com/company/oakbridge-partners
Oakbridge Partners's industry is
Financial Services
Oakbridge Partners's top competitors are
Oakbridge Advisory Services,
Ka Green Consulting,
Homrich Berg,
Dorleans Financial,
Marietta Wealth,
Empreza Tax, Llc,
Balentine,
Etechnovators Llc,
Geer Bookkeeping Services,
Expert Quickbooks Services.
Oakbridge Partners's categories are Financial Services
Oakbridge Partners's founding year is 1974
